Salesforce + Scan2Lead
Create Salesforce records when new visitors are scanned in Scan2Lead
Streamline your event lead management process with this Scan2Lead and Salesforce workflow. Every time a visitor is scanned in the Scan2Lead app, a new record is created in Salesforce. This efficient process not only saves time, but also ensures all potential leads are immediately captured and organized, bolstering your customer relationship management strategy.
Streamline your event lead management process with this Scan2Lead and Salesforce workflow. Every time a visitor is scanned in the Scan2Lead app, a new record is created in Salesforce. This efficient process not only saves time, but also ensures all potential leads are immediately captured and organized, bolstering your customer relationship management strategy.
- When this happens...Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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All New and Changed Leads
Retrieves new and changed Leads. Since last call.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItSalesforce ObjectsRequired
Try It
Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
Try ItHistory ObjectRequired
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItDisclaimer
Salesforce ObjectRequired
Try It
